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PIMCO Dynamic Income Opportuni shares owned by CWM

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by CWM from 13F filings

Historical chart of CWM investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Dynamic Income Opportuni by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 2.1k 14.03
2024-06-30 $28k 2.1k 13.18
2024-03-31 $28k 2.1k 13.25
2023-12-31 $25k 2.1k 12.13
2023-09-30 $25k 2.1k 11.94
2023-06-30 $25k 1.9k 12.92
2023-03-31 $19k 1.6k 12.20
2022-12-31 $6.0k 465 12.90
2022-09-30 $7.0k 560 12.50
2022-06-30 $7.0k 526 13.31
2022-03-31 $9.0k 526 17.11

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
Wells Fargo & Company
Cohen & Steers Capital Management
SOL Capital Management
Royal Bank of Canada
Invesco
Bank of America Corporation
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Cercano Management
Cornerstone Advisory
Capital Investment Advisors
Element Wealth
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding PIMCO Dynamic Income Opportuni